»May 7, 2008: A great opportunity for HP
As I said last time, Mark Hurd has steered HP back on track. But it s not without concerns. Everybody knows the PC market is a commodity business, claiming victory in this war won t bring you anywhere in the long run. In fact, the public is already discussing whether Hurd can propel HP further ahead from this point, because after all, he s a great operations guy, a great executor, but not a gre... ... (MORE)
»May 4, 2008: A success case of Microsoft/Yahoo type of deal
The Microsoft vs. Yahoo game is over for now. One last comment: I lose respect for Ballmer because he ate his own words, shame on him; but I m glad to see he doesn t care about losing face nearly as much as Yang, so MS still has hope. After all, business is business, you should never let pride take over your decision making.Coincidently, the final project for our M&A class is the study of H... ... (MORE)
»May 1, 2008: How Microsoft can win the battle against Yahoo (2)
I forgot one thing last time. When I was proposing the plan for Microsoft to wait for half year or one year before making an offer again, I said Yahoo wouldn t go anywhere during this period, so it s OK for MS to wait. But I didn t mention what MS should do if Yahoo did do well during this time and its stock went up a lot. The reason was simply because I didn t have an answer for it then. But I... ... (MORE)
»April 29, 2008: How Microsoft can win the battle against Yahoo (1)
Now the Microsoft Yahoo drama is in a deadlock. A guy with $44 billion can t seal the deal, shame on Steve Ballmer. But what could he have done to make things work? Here s the plan I suggested for Microsoft.Earlier this semester when Yahoo rejected Microsoft s $44 billion offer the first time, our M&A class professor Levitin asked for our opinion. I said I have a plan for Microsoft. Since Y... ... (MORE)
»April 22, 2008: Innovation is not so hard to achieve
I m taking couple venture capital related classes this semester and find the field amazingly interesting. It gets more interesting when I relate it to what I m doing now, because the role I m currently playing as a strategic buyer could well be competing with VCs for investment opportunities in startups, or the people VCs eventually sell their investments to.I recently had an opportunity to sit... ... (MORE)
»April 18, 2008: The next IPO you don't want to miss
Although the title looks like a discussion of finance, it s really about communication.One day in the venture capital class I m taking, we are going to discuss the HBS case about a company called Aspen Aerogel, a new material startup. Right at the beginning, the lecturer (he s too practical to sit down and do research to earn the professor title) asked us:" Do you feel this case is diferen... ... (MORE)
»April 13, 2008: Russian copyright protection--switching between two ideological systems
Couple weeks ago a group of students in my Legal Environment for Business class presented a lawsuit case. It s about a Russian website offering free mp3 downloads within Russia. The activity obeys Russian laws, but the American music labels think it infringes their copyrights, so they sued. In presenting the background of this case, the group showed the evolvement of Russian copyright protecti... ... (MORE)
»April 11, 2008: Did people keep China a secret or something?
Marshall School is very global oriented. One proof is the several intrernational trips students from all programs--undergrad, Accounting, MBA, etc., have to take. As a Chinese, I m curious to see the impressions the Americans form on China. As I was browsing through the blogs of the students went to Shanghai/Beijing last month, I found this quote from the guy called Josh Friedman(http://www.mar... ... (MORE)
»April 9, 2008: I'll be back
With less than 40 days until graduation, I m officially bored. Class material only takes one tenth of the time it took when I first came in to absorb, the part time job will be on hold for a while. I need to find something to do other than reading WSJ and working out, so I ll restart writing stuff mostly about understanding different perspectives. Stay tuned...... ... (MORE)
Current mood:
Bored
Current mood:
Bored
»October 9, 2006: Atlanta, Atlanta
This one should ve come a week ago, because this year s National Black MBA Conference was held in Atlanta During the alst Thursday and Friday of September. But too bad I had three final exams last Tuesday through Thursday, two corporate presentations at the same time, and a corporate finance bootcamp Friday morning, so the journal thing had to be put aside for a week. It was a tough decision t... ... (MORE)
